BlueChip Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
7,705
-2,892
| -27% | -$205K | 0.24% | 78 |
|
|
2025
Q1 | $759K | Sell |
10,597
-35
| -0.3% | -$2.51K | 0.37% | 58 |
|
|
2024
Q4 | $662K | Sell |
10,632
-259
| -2% | -$16.1K | 0.37% | 58 |
|
|
2024
Q3 | $783K | Sell |
10,891
-799
| -7% | -$57.4K | 0.41% | 51 |
|
|
2024
Q2 | $744K | Buy |
11,690
+315
| +3% | +$20K | 0.44% | 52 |
|
|
2024
Q1 | $696K | Sell |
11,375
-2,700
| -19% | -$165K | 0.45% | 48 |
|
|
2023
Q4 | $829K | Buy |
+14,075
| New | +$829K | 0.58% | 43 |
|